SENCO is one of the most promising players in the organized retail jewelry market. It is strategically expanding its presence in eastern markets & aims to grow its consumer base by focusing on lightweight jewelry & capitalizing on the trend of studded jewelry. TP ₹1350 (23%)
SENCO is one of the most promising players in the organized retail jewelry market.
Va Tech Wabag is ‘RIDING THE WAVE’. It is well-placed to serve the growing water security/conservation market. Rationale supported by a) Strong industry tailwinds, b) Improving profitability, c) Robust Order book, & d) Expanding offerings. TP ₹1700 (+30%)
Va Tech Wabag is a Buy for target price of ₹1700 (30% upside)
Manish Sonthalia says there is no question of Zomato being overvalued though it is up 155% YoY. "The street will get surprised on numbers on FY26, FY27 & FY28. The Quick commerce of tripling of dark stores by FY26 is yet to play up”. Stay invested in stock
Aditya Khemka says the US' Biosecure Act will benefit Pharma Cos like Piramal Pharma & Jubilant Pharmova which have mfg facilities in the US as they will be the first order beneficiary. Indian API exports are $4B while China's API exports are $40B. Even if only US shifts 20-30%, Indian API revenues could triple or quadruple in 10 years
Bajaj Housing is an HFC to Own. It is 2nd largest, fast growing, most diversified & profitable. Significant value could get added over next 12-15 months as 25-30% AUM/Earnings growth & 14-15% RoE likely. Key strengths are growth execution, risk management & op efficiencies
Ashish Kacholia is investing ₹12 Cr in Concord Control's pref issue. Mukul Agrawal already holds 4.01% worth ₹48 Cr & is investing ₹15 Cr more. Co does work for Railway. M-Cap is ₹1200 Cr. Promoters hold 70%. RoCE is 43%. RoE is 38%. Sales growth is 56%. Profit growth is 106%
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IPO: Bajaj Housing Finance is the 2nd largest HFC in India. It enjoys strong brand equity. GNPA ratio of 0.28% & NNPA ratio of 0.11% is the lowest among large HFCs. Over FY22-24 its AUM growth was 30.9% & profit growth was 56.2%. The Co is well placed to capitalize on growth of 13-15% CAGR over next 3 years in the HFC sector…
Awfis is combining aggression with capital efficiency. Demand for flexible office space is strong & growing at 25–27% CAGR due to need for managed offices, startup culture & decentralisation. Higher realisation, op leverage & efficiency to aid profitability. TP ₹1013 (31% upside)
Buy Awfis. Demand for flexible office space is strong & growing at 25–27% CAGR
H. G. Infra is an adept player with impressive 24% revenue CAGR over FY18-24. Momentum will continue. Balance Sheet is lean. Asset-light Business model. Strong order book. Plethora of opportunities in related areas like Metro-Rail, Solar Power. TP ₹1827
H. G. Infra is an adept player with impressive 24% revenue CAGR. Buy for TP ₹1827
16 Top Stock Picks for Nifty Bull Case Target of 27,000. The Top Pick basket has outperformed the Nifty due to thematic approach to stocks selection. Stock picking is done with a bottom-up approach with focus on ‘growth at a reasonable price’ and ‘Quality’
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